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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,366 | $209,422-21.0% | $178,503-7.4% | $158,982+4.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.03% | 188.81%-189.8pp | 151.12%-152.1pp | 302.99%-304.0pp |
| Employer contribution / active EE | $7,377 | $5,707+29.3% | $5,011+47.2% | $4,763+54.9% |
| Participant deferral / active EE | $4,767 | $5,955-19.9% | $5,202-8.4% | $5,983-20.3% |
| Admin fee / account holder | $6,414 | $17,079-62.4% | $13,987-54.1% | $11,252-43.0% |